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Private Wealth Management Group’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Private Wealth Management Group’s Portfolio NZAC Stock Details NZAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Hold
526
– – 0.01% 336
2026
Q1 		$21.4K Sell
526
-1,111
-68% -$47.3K 0.01% 321
2025
Q4 		$70.2K Hold
1,637
– – 0.02% 155
2025
Q3 		$69.4K Hold
1,637
– – 0.02% 152
2025
Q2 		$64.7K Sell
1,637
-370
-18% -$13.6K 0.02% 145
2025
Q1 		$71K Hold
2,007
– – 0.03% 137
2024
Q4 		$72.8K Hold
2,007
– – 0.03% 145
2024
Q3 		$74.8K Hold
2,007
– – 0.03% 129
2024
Q2 		$69.2K Hold
2,007
– – 0.03% 130
2024
Q1 		$67.8K Hold
2,007
– – 0.03% 130
2023
Q4 		$63.6K Buy
+2,007
New +$59K 0.03% 132

Other funds holding NZAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
WAP
Wealth Analytics Partners San Diego, California $276M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MGWA
Monument Group Wealth Advisors Concord, Massachusetts $208M AUM 23.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Private Wealth Management Group's NZAC Position: Q2 2026 in Review

Private Wealth Management Group held its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) position steady in Q2 2026 at 526 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #336.

Private Wealth Management Group first reported a position in NZAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.8K in Q3 2024. 18 funds tracked by Wall St. Rank hold NZAC as of Q2 2026.

  • Private Wealth Management Group held 526 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $24.2K as of Q2 2026.
  • Private Wealth Management Group left its State Street SPDR MSCI ACWI Climate Paris Aligned ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #336 holding.
  • Private Wealth Management Group first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $74.8K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.